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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,217 | $65,027+147.9% | $90,970+77.2% | $79,852+101.9% |
| Participation rate | 37.0% | 61.6%-24.6pp | 69.0%-32.0pp | 69.6%-32.6pp |
| Annual return | 23.14% | 30.45%-7.3pp | 134.58%-111.4pp | 31.72%-8.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,364 | $2,512-45.7% | $3,373-59.6% | $3,740-63.5% |
| Admin fee / account holder | $9,167 | $4,535+102.1% | $5,960+53.8% | $5,306+72.8% |